Ad is loading...
VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
Victory Sycamore Small Company Opp I
Price$48.41
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets6.68B
VSCAX vs VSOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. VSOIX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Hold and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX (6.72B) and VSOIX (6.68B) have equal amount of cash in the bank . VSOIX pays higher dividends than VSCAX: VSOIX (0.68) vs VSCAX (0.48). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (17 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. VSOIX (32.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : 25.28 vs. VSOIX (5.79). VSCAX return over 5 years is better than : 74.58 vs. VSOIX (8.68).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 4.892 | 2.629 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 6.68B | 101% |
| Annual Yield % from dividends | 0.48 | 0.68 | 70% |
| Returns for 1 year | 25.28 | 5.79 | 436% |
| Returns for 3 years | 30.32 | -4.62 | -656% |
| Returns for 5 years | 74.58 | 8.68 | 859% |
| Returns for 10 years | 35.60 | 35.95 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZALX | 26.35 | 0.26 | +1.00% |
| Fidelity Advisor Mega Cap Stock Z | |||
| MFADX | 23.20 | 0.19 | +0.83% |
| Cromwell Long Short Investor | |||
| SMCFX | 70.25 | 0.30 | +0.43% |
| American Funds SMALLCAP World F2 | |||
| IYSAX | 17.60 | 0.05 | +0.28% |
| Macquarie Smid Cap Core Fund Class A | |||
| BCBDX | 12.04 | N/A | N/A |
| BlackRock Global Dividend Inv C | |||